SMA
AMGN icon

Sage Mountain Advisors’s Amgen AMGN Stock Holding History

Sage Mountain Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Sell
673
-4,516
-87% -$1.61M 0.02% 185
2025
Q4 		$1.7M Buy
5,189
+262
+5% +$83.1K 0.09% 115
2025
Q3 		$1.39M Sell
4,927
-222
-4% -$64.4K 0.08% 126
2025
Q2 		$1.44M Buy
5,149
+544
+12% +$154K 0.09% 104
2025
Q1 		$1.43M Buy
4,605
+343
+8% +$101K 0.11% 88
2024
Q4 		$1.11M Sell
4,262
-446
-9% -$132K 0.08% 107
2024
Q3 		$1.52M Buy
4,708
+849
+22% +$278K 0.13% 81
2024
Q2 		$1.21M Sell
3,859
-152
-4% -$44.7K 0.11% 87
2024
Q1 		$1.14M Buy
4,011
+774
+24% +$226K 0.12% 90
2023
Q4 		$932K Buy
3,237
+208
+7% +$56.7K 0.11% 84
2023
Q3 		$814K Buy
3,029
+53
+2% +$13.2K 0.11% 81
2023
Q2 		$661K Buy
2,976
+196
+7% +$45.5K 0.09% 95
2023
Q1 		$672K Buy
2,780
+1,444
+108% +$354K 0.11% 81
2022
Q4 		$351K Buy
1,336
+63
+5% +$16.9K 0.08% 94
2022
Q3 		$287K Sell
1,273
-3
-0.2% -$727 0.08% 117
2022
Q2 		$310K Buy
1,276
+70
+6% +$17.2K 0.05% 327
2022
Q1 		$292K Sell
1,206
-1,447
-55% -$332K 0.05% 387
2021
Q4 		$597K Sell
2,653
-173
-6% -$36.5K 0.07% 267
2021
Q3 		$601K Buy
2,826
+88
+3% +$20.3K 0.09% 224
2021
Q2 		$667K Buy
2,738
+852
+45% +$210K 0.11% 193
2021
Q1 		$469K Buy
1,886
+297
+19% +$70.9K 0.1% 170
2020
Q4 		$365K Buy
+1,589
New +$366K 0.12% 117

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sage Mountain Advisors's AMGN Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Amgen (AMGN) stake by 87% in Q1 2026, selling an estimated $1.61M and leaving 673 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #185.

Sage Mountain Advisors first reported a position in AMGN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.7M in Q4 2025. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Sage Mountain Advisors held 673 shares of Amgen worth $237K as of Q1 2026.
  • Sage Mountain Advisors sold 4,516 Amgen shares in Q1 2026, an estimated $1.61M.
  • Amgen made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #185 holding.
  • Sage Mountain Advisors first reported a position in Amgen in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Amgen position peaked at $1.7M in Q4 2025.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.